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Donor Management and CRM

Make every donor feel like your only donor – get to know your donors, track their engagement, and deepen your interactions.

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Manage donor details, auto-track activities, and use segment tagging for targeted outreach, all from a single place.

Related contacts

Link individuals to their households, organizations, and other relevant contacts to understand their network.
Segment tagging

Categorize donors into segments for tailored communications and strategies, enhancing outreach effectiveness.

Activity tracking and smart lists

Monitor donor interactions, track engagement activities, and celebrate key milestones to gauge relationship depth.

Pinned highlights

Mark and access important donor information quickly by pinning key highlights to their profiles.

Custom fields

Add unique fields to donor profiles to capture specific information critical to your fundraising efforts.

File repository

Securely store and organize all relevant donor documents and files in one centralized location.

Our old platform was really hard to navigate. And since joining CauseVox, we’ve gotten rave reviews about the usability of the platform. We’re really excited about how this tool has really helped us.

April Hearne Amigos International
Task Management

Spend time on those that matter the most

Organize and track fundraising tasks with you and your team so no donor gets left behind.

Allocate specific tasks to team members, ensuring clear responsibilities and streamlined workflow in fundraising efforts.
Collaborate on tasks by incorporating notes and tagging team members for efficient teamwork.
Organize and visualize all fundraising activities and deadlines in a unified calendar, enabling better planning and coordination.
Set up alerts for important tasks and deadlines to ensure no fundraising opportunity or follow-up is missed.
Stewardship Tracking

Relationship building is a process

Utilize pipelines and portfolio views to create a stewardship engine, whether its a first time or major donor.

Visualize and manage the progression of donor relationships through customizable stages, enabling strategic engagement and follow-up.
Get an overview of your entire donor portfolio at a glance, allowing for quick assessment and personalized strategy development for each donor.
Set and monitor specific fundraising objectives, ensuring you stay on track to meet your targets through measurable outcomes and milestones.
Integrated Outreach

Engage donors easily with connected communications

Send donors personalized email or text messages, while keeping a record of communications in their profiles.

Email

Craft and send personalized email communications to engage donors, announce events, and share updates directly to their inbox.

SMS

Utilize text messaging to instantly reach out to donors with timely alerts, reminders, and calls to action, enhancing engagement.

Dashboard widgets

Incorporate dynamic widgets into your dashboard for real-time data visualization and quick insights into fundraising performance.

Filtering and segments

Utilize advanced filtering options to break down data into meaningful segments, enabling targeted analysis and strategy refinement.

Saved views

Preserve and access your preferred dashboard configurations with saved views, streamlining data retrieval for regular review.

Exports

Efficiently export data into various formats, facilitating deeper analysis or sharing with stakeholders outside the platform.

Dashboards and Reporting

Instant insights without complex queries

Generate tailored, automatically refreshed dashboards and reports to guide your fundraising strategies.

For Donors & Supporters

Empower supporters with a self-service experience

Streamline access and minimize administrative tasks by giving supporters and donors the convenience of a self-managed fundraising portal.

Launch fundraising pages

Participate in fundraising activities by creating personal or team fundraising pages.

Register for events

Purchase tickets or take registrations through the member portal.

Self-service profiles

Enable supporters and donors to effortlessly access and self-manage their contact profiles, keeping their information up-to-date.

Update payment methods

Easily modify and add payment cards or bank accounts for hassle-free donations.

Modify recurring and pledge donations

Easily access, adjust, and update both recurring donations and pledge payments.

View participation and donation history

Access a history of contributions for easy tracking and reference.

Bring your fundraising vision to life

Need something tailored instead of out-of-the-box? You dream it, we build it. Work hand-in-hand with us to create your own fundraising platform that perfectly align with your vision.

Learn About Bespoke
custom fundraising solutions

Unlike other fundraising platforms, CauseVox puts the control in my hands. The flexibility of the platform allows me to create campaigns that look and feel like it’s part of my native website. This goes a long way for donor trust and conversion.

Kenny Kane Testicular Cancer Foundation
Get Started for Free

Pro-Level Tools, Entry-Level Pricing

Fundraise at No Cost

With the Free Plan, fundraise without any licensing or platform fees. Donors can provide an optional tip to CauseVox, and nearly all your payment processing fees will be covered.

Elevate Your Fundraising

With the Premier Plan, opt for the ability to turn off optional tips to CauseVox. Benefit from expedited support, reduced platform fees, and enhanced customization options.

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Ready to Create Unforgettable Donor Experiences?

Sign up for a free account to create flexible donation forms, engaging campaign pages, and easy peer to peer fundraising pages.

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